Jason Lampkin
👤 Speaker
406
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Skype was a aging platform, but they bought it from eBay, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Is that eBay needed to divest it?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
They had enough of it.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
There was no synergy and Andreessen went all in.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
They didn't have that money.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
They went all in and 3X net their money in like 12 or 14 months.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
This felt like another moment in time where you could get a great deal.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
The only thing I don't get is why didn't those guys show up?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Why isn't Andreessen in Sequoia and Lightspeed in this deal?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
And you have weird ones, Oracle, which is also has infrastructure.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
You have UAE sovereign wealth funds.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Where are Sequoia and Andreessen?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
That's the only thing that made me pause and like, maybe it's not such a great deal.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Because those guys are just in the business of minting money now.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Why didn't they each at least throw in a billion or two into this deal?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
They put it into everything else.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
I don't know.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
Yes, because at one point they were in it and then they were not.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
There's a reason they're not in that deal.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
It's free money otherwise, right?